Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Sell
5,969
-5,663
-49% -$300K 0.01% 850
2025
Q1
$676K Buy
11,632
+249
+2% +$14.5K 0.02% 570
2024
Q4
$748K Sell
11,383
-2,817
-20% -$185K 0.02% 531
2024
Q3
$1.22M Sell
14,200
-623
-4% -$53.4K 0.04% 415
2024
Q2
$1.04M Buy
14,823
+3,177
+27% +$223K 0.04% 419
2024
Q1
$825K Sell
11,646
-3,787
-25% -$268K 0.03% 469
2023
Q4
$964K Sell
15,433
-1,799
-10% -$112K 0.03% 452
2023
Q3
$797K Buy
+17,232
New +$797K 0.03% 472